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Tuesday, October 20, 2026

The Power of Effective Transparency: How To Establish Trust & Collaboration In A Complex Family System

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Wake County Estate Planning Council, Inc.

WAKE COUNTY ESTATE PLANNING COUNCIL, INC.

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Mission and Purpose

The Wake Estate Planning Council (WCEPC) is a local affiliate of the National Association of Estate Planners & Councils (NAEPC), a national organization of professional estate planners and affiliated estate planning councils, focused on establishing and monitoring the highest professional and educational standards.

The mission of WCEPC is to promote the interest of the public by providing an educational forum for estate planning professionals from various disciplines and to foster cooperation and share ideas relevant to the estate planning process. 
 

UPCOMING EVENTS

October 20, 2026

The Power of Effective Transparency: How To Establish Trust & Collaboration In A Complex Family System

Luke Jernagan, Managing Director -- Matter Family Office

See Event Details

November 17, 2026

Federal Economic Outlook: Planning Through Uncertainty

Joshua Caron, VP of Government Relations, M Financial Group

See Event Details

February 23, 2027

Gift Tax Unwrapped: Updates, Forms & Pitfalls

Laura Hinson, CPA, Managing Director -- Deloitte Tax LLP - Raleigh

See Event Details

March 23, 2027

Business Transition Panel: Practical & Legal Aspects of Business Succession Planning

James R. Jolley, Smith Anderson & Additional Panelists TBD

See Event Details

See Full Calendar

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National Association of Estate Planners & Councils

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